Eaton Vance Senior Income Trust
EVF- Exchange
- NYSE
- SEC CIK
- 0001070732
No open-market purchases or sales by Eaton Vance Senior Income Trust insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $25.9M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Eaton Vance Senior Income Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- −2 vs. Q3 2024
- Shares held
- 2.04M
- −110.9K (−5.2%) vs. Q3 2024
- Total value
- $12.5M
- −$765.6K (−5.8%) vs. Q3 2024
- New holders
- 5
- 9 more added
- Sold out
- 7
- 9 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 57 | $25.9M |
| Q1 2026 | 55 | $24.9M |
| Q4 2025 | 54 | $23.4M |
| Q3 2025 | 52 | $19.0M |
| Q2 2025 | 46 | $14.2M |
| Q1 2025 | 44 | $13.7M |
| Q4 2024 | 37 | $12.5M |
| Q3 2024 | 42 | $13.5M |
| Q2 2024 | 43 | $13.4M |
| Q1 2024 | 44 | $12.6M |
| Q4 2023 | 42 | $12.6M |
| Q3 2023 | 58 | $16.8M |
| Q2 2023 | 60 | $17.4M |
| Q1 2023 | 56 | $17.4M |
| Q4 2022 | 56 | $19.3M |
| Q3 2022 | 51 | $18.5M |
| Q2 2022 | 48 | $18.6M |
| Q1 2022 | 41 | $19.6M |
| Q4 2021 | 46 | $18.9M |
| Q3 2021 | 40 | $24.4M |
| Q2 2021 | 60 | $135.5M |
| Q1 2021 | 62 | $135.2M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| GWM Advisors LLC | 1 | $6 | 0.00% | +1 | New |
| US Bancorp | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,917 | $17.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,000 | $24.6K | 0.00% | +4,000 | New |
| Royal Bank of Canada | 5,475 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $49.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 8,652 | $53.1K | 0.00% | +8,652 | New |
| Moors & Cabot, Inc. | 10,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,391 | $69.9K | 0.00% | −442−3.7% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $74.9K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,425 | $82.4K | 0.04% | +162+1.2% | Added |
| CWM, LLC | 15,300 | $94.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,173 | $99.3K | 0.00% | +16,173 | New |
| Concorde Asset Management, LLC | 17,180 | $105.5K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,549 | $113.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,421 | $119.2K | 0.00% | +1,421+7.9% | Added |
| Melfa Wealth Management, LLC | 19,797 | $121.6K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20,000 | $122.8K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 25,229 | $154.9K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,933 | $159.2K | 0.00% | +6,283+32.0% | Added |
| Arete Wealth Advisors, LLC | 28,084 | $173.0K | 0.01% | −21−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 29,183 | $179.2K | 0.00% | −3,600−11.0% | Reduced |
| Stifel Financial Corp | 30,584 | $187.8K | 0.00% | +12,184+66.2% | Added |
| Horizon Kinetics Asset Management LLC | 32,130 | $197.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 33,997 | $208.7K | 0.00% | +33,997 | New |
| Bank of America Corp | 35,291 | $216.7K | 0.00% | +812+2.4% | Added |
| Buska Wealth Management, LLC | 44,748 | $274.8K | 0.09% | +9,213+25.9% | Added |
| LPL Financial LLC | 48,052 | $295.0K | 0.00% | −3,517−6.8% | Reduced |
| Wells Fargo & Company | 70,408 | $432.3K | 0.00% | +1,130+1.6% | Added |
| Morgan Stanley | 114,760 | $704.6K | 0.00% | −56,767−33.1% | Reduced |
| Virtus ETF Advisers LLC | 126,105 | $774.3K | 0.32% | +19,365+18.1% | Added |
| Ameriprise Financial Inc | 140,642 | $863.7K | 0.00% | +14,157+11.2% | Added |
| UBS Group AG | 153,412 | $942.0K | 0.00% | −9,965−6.1% | Reduced |
| Invesco Ltd. | 176,829 | $1.09M | 0.00% | −522−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 331,943 | $2.04M | 0.01% | −1,660−0.5% | Reduced |
| Guggenheim Capital LLC | 389,328 | $2.39M | 0.02% | −49,723−11.3% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −45,923−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,376−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −12,798−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,534−100.0% | Sold out |
| Ransom Advisory, Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |